Insurance Broker Portfolio Manager
2 months ago
Established Broking House is seeking an Insurance Broker to manage a portfolio of existing clients. This internal role requires all aspects of client service, including process documentation, quotations, renewals, etc.
Key responsibilities include:
- Maintenance of a portfolio of risks.
- Processing quotations, endorsements, renewals, and cancellations.
- Proactive action on new business leads provided by the brokerage.
- Identification of opportunities for cross-sell and/or up-sell of product to clients.
- Collaborative working with team members.
The ideal candidate will have:
- 5+ years of insurance-related experience.
- Exposure to classes such as Business Packs, Liability, and Commercial Motor.
- Prior experience undertaking all aspects of insurance broking, including responding to client requests, all processing, and documentation associated with the portfolio, and claims management.
- Excellent communication and negotiation skills.
- Willingness to take direction from senior staff.
- Ability to work in a collaborative team environment.
- Tier 1 broking essential.
- Competence in IT and office procedures.
- Experience with Winbeat and Sunrise.
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